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want better clients? raise your rates

portrait of loren fogelman
fogelman
 loren fogelman, founder of business success solution, is an expert in pricing strategy and sales for accounting firms. a sought-after keynote speaker, she is continually listed among america’s top-ranked business coaches.

your fees send a message about your firm.

by loren fogelman
the holistic guide to wealth management

setting your fees appropriately is one of the primary challenges that accounting professionals face. according to mckinsey, 80 to 90 percent of services are priced too low. throughout my career, i too have found that most firm owners don’t know how much to charge for their services – and too often they undercharge.

more rory henry and the holistic guide to wealth management
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many firm owners tell me that setting fees can feel like tiptoeing through a pricing minefield. and pricing shouldn’t be taken lightly. this is especially true for wealth management services. the prices you set today will impact your firm’s profit margin as well as your growth for years to come.
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pro member exclusive

use workflow apps to pump up profits

you’ve been reinventing the wheel. why?

by jody grunden
building the virtual cfo firm in the cloud

as a business grows, it becomes necessary to systemize the processes in order to increase the team’s efficiency and deliver a consistent experience for clients.

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one of the challenges that comes with creating systems can be getting every team member on board with the process you want to put in place. for example, joe may have one way of doing things, while karen does them another way and susie yet another.

creating a system will likely require all of them to make some changes in their own day-to-day workflows.
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featured video

lewis: workforce development is the next imperative | gear up for growth

training and growth—not just recruitment—will determine the profession’s future.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

when jan lewis, vice chair of the american institute of cpas (aicpa), says, “the world is a complicated place, and who better than a cpa to help cut through the noise?” she’s not offering a slogan. she’s issuing a call to action.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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in a wide-ranging and refreshingly candid conversation with host jean caragher on gear up for growth, lewis makes the case that this moment—right now—is one of the most consequential and opportunity-rich periods the cpa profession has ever faced.

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growth strategies

twelve ways to use chatgpt today

embrace artificial intelligence in your accounting practice.

by jackie meyer
the balanced millionaire: advisor edition

in today’s rapidly evolving landscape, technologies like artificial intelligence (ai), natural language processing (nlp) and advanced large language models (llms, the brains behind tools like chatgpt) are no longer futuristic concepts – they’re here now, and they’re incredibly powerful. integrating ai into your tech stack can revolutionize your practice, freeing up time, enhancing client service, and providing insights that would be hard to get manually.

more by jackie meyer
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it might sound a bit abstract or even hype-y, so let’s break it down in practical terms for an accounting and tax advisory firm.

what are ai, nlp and llms?

  • artificial intelligence: ai is a broad term for machines or software that mimic human intelligence processes. this includes learning from data (so they improve over time), reasoning to make decisions or predictions, and self-correcting when they get things wrong. in practice, ai can be as simple as an email spam filter (which “learns” what spam looks like by example), or as complex as an autonomous vehicle. in our context, think of ai as tools that can analyze data or perform tasks in a humanlike way – but at computer speed and scale.

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about us

bissett bullet: look to the future

today’s bissett bullet: “in writing a proposal for a potential client, it serves us to remember that they want us to help them create history more than record it.”

by martin bissett

because we are so used to providing compliance work, we are used to looking in the rear-view mirror. our prospective client, however, wants to look out of the windshield to where we are going. so, let us make sure that our proposals represent a forward-looking view more than they do a historical-looking view. the prospective client takes the recording of the past as a given. they want to know where they are going with us in charge.

today’s to-do:

today the action point is this. before a meeting with a prospective client, make sure that our agenda is future-focused, not historically focused.

see more bissett bullets here

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